Connect Ezekia to Slite

Both apps 103Ezekia 87Slite 16

• Trigger
  Assignment Converted to List

  Triggers when an assignment is converted to a list in Ezekia, returning the new list.

• Trigger
  Assignment Converted to Opportunity

  Triggers when a project appears as an opportunity in Ezekia, such as an assignment converted to an opportunity (newest updated first).

• Trigger
  Candidate Added to Assignment

  Triggers when a person is added as a candidate to the selected Ezekia assignment.

• Trigger
  Candidate Pipeline Status Changed

  Triggers when a candidate on an Ezekia assignment or project is added or has their pipeline status changed.

• Trigger
  Company Off-Limits Created

  Triggers when a new off-limits agreement is created for a company.

• Trigger
  Company Off-Limits Updated

  Triggers when a company off-limits agreement is updated in Ezekia.

• Trigger
  Company Status Changed

  Triggers when a company's status changes in Ezekia, returning the company record with its new status.

• Trigger
  Company Updated

  Triggers when a company in Ezekia is updated.

• Trigger
  Fixed Fee Locked

  Triggers when a fixed fee is locked in Ezekia.

• Trigger
  Fixed Fee Unlocked

  Triggers when a billing fixed fee is unlocked (an edited fixed fee that is no longer locked) in Ezekia.

• Trigger
  Fixed Fee Updated

  Triggers when a fixed fee is created or updated in Ezekia billing.

• Trigger
  Invoice Locked

  Triggers when an invoice in Ezekia is locked. Returns the locked invoice with its amounts, dates, status and project.

• Trigger
  Invoice Status Changed

  Triggers when an invoice's status tag changes in Ezekia.

• Trigger
  Invoice Unlocked

  Triggers when an Ezekia invoice is unlocked (its locked date is cleared and the invoice is modified).

• Trigger
  Invoice Updated

  Triggers when an invoice is created or changed in Ezekia billing, returning the full invoice record.

• Trigger
  List Converted to Opportunity

  Triggers when a list in Ezekia becomes an opportunity, returning the opportunity project record.

• Trigger
  Meeting Updated

  Triggers when a meeting in Ezekia is created or changed, checking the most recently updated meetings.

• Trigger
  New Company Created

  Triggers when a new company is created in Ezekia.

• Trigger
  New Fixed Fee Created

  Triggers when a new fixed fee is created in Ezekia.

• Trigger
  New Invoice Created

  Triggers when a new invoice is created in Ezekia.

• Trigger
  New Meeting Created

  Triggers when a new meeting is created in Ezekia.

• Trigger
  New Person Created

  Triggers when a new person is created in Ezekia.

• Trigger
  New Project Created

  Triggers when a new assignment, opportunity or list is created in Ezekia.

• Trigger
  New Revenue Created

  Triggers when a new revenue is added to a project's billing in Ezekia.

• Trigger
  New Task Created

  Triggers when a new task is created in Ezekia, returning the task with its owner, due date, tags and linked records.

• Trigger
  Opportunity Completion Changed

  Triggers when an opportunity in Ezekia is updated, such as when its completion percentage changes. Returns the opportunity.

• Trigger
  Opportunity Converted to Assignment

  Triggers when a project becomes an assignment in Ezekia, such as an opportunity converted to an assignment.

• Trigger
  Opportunity Converted to List

  Triggers when a list appears in Ezekia, such as when an opportunity is converted to a list.

• Trigger
  Person Added to List

  Triggers when a person is added to an Ezekia list.

• Trigger
  Person Off-Limits Created

  Triggers when a new off-limits agreement is created for a person in Ezekia.

• Trigger
  Person Off-Limits Updated

  Triggers when an off-limits agreement on a person is created or updated in Ezekia.

• Trigger
  Person Updated

  Triggers when a person record in Ezekia is created or updated.

• Trigger
  Project Archived

  Triggers when a project (assignment, opportunity or list) is archived in Ezekia.

• Trigger
  Project Deleted

  Triggers when a project (assignment, opportunity or list) is deleted or archived in Ezekia. Projects removed permanently can't be detected; only archived ones are returned.

• Trigger
  Project Status Changed

  Triggers when a project in Ezekia is updated, such as when its status changes.

• Trigger
  Project Updated

  Triggers when a project (assignment, opportunity or list) in Ezekia is updated.

• Trigger
  Revenue Locked

  Triggers when a revenue item in Ezekia billing is locked.

• Trigger
  Revenue Status Changed

  Triggers when a revenue's billing status tag changes (or a new revenue appears) in Ezekia.

• Trigger
  Revenue Unlocked

  Triggers when a locked revenue item in Ezekia billing is unlocked.

• Trigger
  Revenue Updated

  Triggers when a revenue item in Ezekia is created or updated.

• Trigger
  Task Updated

  Triggers when a task is created or updated in Ezekia, returning the task with its title, owner, due date, tags and linked records.

• Action
  Add Billing Contact

  Adds a person as the billing contact on an Ezekia project and returns that person's record.

• Action
  Add Completion to Opportunity

  Sets the completion percentage on an Ezekia opportunity.

• Action
  Add Person to List

  Adds a person to an Ezekia list.

• Action
  Add Status to Company

  Adds a status tag to a company in Ezekia, or updates the company's existing status.

• Action
  Add Status to Project

  Adds or updates the status tag on an Ezekia project.

• Action
  Create Company

  Creates a company in Ezekia.

• Action
  Create Fixed Fee

  Creates a fixed fee on a project's billing in Ezekia.

• Action
  Create Invoice

  Creates an invoice in the billing section of an Ezekia project.

• Action
  Create Meeting

  Creates a meeting in Ezekia, optionally linked to assignments, opportunities, people or companies.

• Action
  Create Person

  Creates a person in Ezekia.

• Action
  Create Revenue

  Creates a revenue entry in the billing of an Ezekia project, with its amount, date, status tag and probability.

• Action
  Find Company by ID

  Returns one Ezekia company by its ID.

• Action
  Find Company by Name

  Finds Ezekia companies whose name matches the text.

• Action
  Find Company Off-Limits

  Returns the off-limits agreement currently applied to a company, if any.

• Action
  Find Opportunity by Project Id

  Returns the Ezekia opportunity (project) with the given project ID, including its title, owner, dates and relationships.

• Action
  Find Person by Email Address

  Finds Ezekia people by one of their email addresses.

• Action
  Find Person by ID

  Returns one Ezekia person record by its ID.

• Action
  Find Person by Phone

  Finds Ezekia people by phone number.

• Action
  Find Project Billing by ID

  Returns the billing information for a project, including its billing contacts, revenues, invoices and fixed fees.

• Action
  Find Project by ID

  Returns one Ezekia project (assignment, opportunity or list) by its ID.

• Action
  Find Project by Name

  Finds Ezekia assignments or opportunities whose name matches the text.

• Action
  Find Project Candidates by ID

  Returns the candidates on an Ezekia project with their pipeline tags.

• Action
  Import People Email

  Logs an email against an Ezekia person.

• Action
  Lock Fixed Fee

  Locks a fixed fee on a project's billing so it can no longer be edited, and returns the locked fixed fee.

• Action
  Lock Invoice

  Locks an invoice in Ezekia, assigning its invoice number, due date and template and generating the invoice document.

• Action
  Lock Revenue

  Locks a revenue item on a project's billing in Ezekia so it can no longer be edited, and returns the locked revenue.

• Action
  Remove Billing Contact

  Removes a person from a project's billing contacts in Ezekia.

• Action
  Remove Company Off Limits

  Removes an off-limits agreement from a company, so the company is no longer off limits.

• Action
  Remove Education From Person

  Removes an education entry from an Ezekia person.

• Action
  Remove Person From List

  Removes a person from an Ezekia list.

• Action
  Remove Person Off Limits

  Removes an off-limits agreement from a person in Ezekia, so the person is no longer marked off limits.

• Action
  Remove Position From Person

  Removes a position from an Ezekia person.

• Action
  Unlock Fixed Fee

  Unlocks a locked fixed fee on a project's billing so it can be edited again.

• Action
  Unlock Invoice

  Unlocks a locked invoice in Ezekia so it can be edited again, and returns the updated invoice.

• Action
  Unlock Revenue

  Unlocks a locked revenue item in Ezekia so it can be edited again.

• Action
  Update Company

  Updates a company in Ezekia.

• Action
  Update Company Off Limits

  Updates an existing company off-limits agreement in Ezekia, changing its company search term, match type, end date or description.

• Action
  Update Fixed Fee

  Updates an existing fixed fee on a project's billing, such as its amount, status tag, recipient, due date or note.

• Action
  Update Invoice

  Updates an existing invoice on a project's billing, replacing its line items, total, dates, status tag and splits.

• Action
  Update Meeting

  Updates an existing Ezekia meeting's title, time, attendees, status tags and other details, and returns the updated meeting.

• Action
  Update Person

  Updates a person in Ezekia.

• Action
  Update Person Education

  Updates an education entry on an Ezekia person.

• Action
  Update Person Off Limits

  Updates an existing off-limits agreement for a person, changing its end date or description.

• Action
  Update Person Position

  Updates a position on an Ezekia person.

• Action
  Update Project

  Updates an assignment, opportunity or list in Ezekia.

• Action
  Update Task

  Updates an existing Ezekia task's title, due date, owners, status tags, assignees, note, recurrence and linked records.

• Action
  Archive note

  Archives a Slite note, or restores an archived note, and returns the updated note.

• Action
  Ask Question

  Asks a question in natural language and returns an answer drawn from the Slite notes the connected user can access, along with the notes used as sources.

• Action
  Create Doc

  Creates a new Slite doc from Markdown, HTML or SliteML content, a template, or as an empty doc, and returns the created doc.

• Action
  Delete note

  Permanently deletes a note and all of its child notes by ID. This cannot be undone.

• Action
  Fetch Doc

  Returns a Slite doc by its ID, including its title, content, location, review state and any collection attributes.

• Action
  Fetch Sub Docs

  Returns the sub-docs of a Slite doc: its direct children, or its whole subtree when descendants are included.

• Action
  Find groups by query

  Returns the Slite groups whose name matches the search text you provide.

• Action
  Find users by query

  Returns the users whose email address or display name matches the search text.

• Action
  Get group

  Returns a Slite group's name and description by its ID.

• Action
  Get user

  Returns a Slite user's display name, email address, organization role, guest status and archived date.

• Action
  Index AskX Object

  Adds or refreshes a piece of custom content in a Slite custom data source so it can be used by Ask. Returns the indexed object's id, title, URL and last update date.

• Action
  List notes

  Returns the notes in a Slite workspace, optionally filtered by owner or parent note and sorted by last edit or sidebar position.

• Action
  Replace Doc

  Replaces a doc's content with new Markdown, HTML or SliteML, and can also change its title, collection attributes and sidebar position. Returns the updated doc.

• Action
  Search Docs

  Returns the docs that match a search text, with optional filters for parent doc, depth, review state, edit dates and archived status.

• Action
  Update Doc

  Updates a doc's title, content, collection attributes or sidebar position, and returns the updated doc.

• Action
  Verify note

  Marks a Slite note as Verified, with an optional date when the verification expires, and returns the updated note.

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